Columbia Diversified Fixed Income Allocation ETF
DIAL
93 hedge funds and large institutions have $666M invested in Columbia Diversified Fixed Income Allocation ETF in 2022 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 34 increasing their positions, 37 reducing their positions, and 19 closing their positions.
0% more first-time investments, than exits
New positions opened: 19 | Existing positions closed: 19
8% less repeat investments, than reductions
Existing positions increased: 34 | Existing positions reduced: 37
1.54% less ownership
Funds ownership: 67.21% → 65.67% (-1.5%)
2% less funds holding
Funds holding: 95 → 93 (-2)
19% less capital invested
Capital invested by funds: $818M → $666M (-$152M)
56% less funds holding in top 10
Funds holding in top 10: 9 → 4 (-5)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HI
Horizon Investments
Charlotte,
North Carolina
|
+$15.4M |
| 2 |
PI
PFS Investments
Duluth,
Georgia
|
+$13.7M |
| 3 |
Jane Street
New York
|
+$13.1M |
| 4 |
AAS
Ameritas Advisory Services
Lincoln,
Nebraska
|
+$6.73M |
| 5 |
Citadel Advisors
Miami,
Florida
|
+$4.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TA
TruWealth Advisors
Metairie,
Louisiana
|
-$66.7M |
| 2 |
BWL
Bogart Wealth LLC
Mclean,
Virginia
|
-$22.7M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
-$18.6M |
| 4 |
PWM
Prentice Wealth Management
Rochester,
New York
|
-$9.12M |
| 5 |
ARG
Advisory Resource Group
Tulsa,
Oklahoma
|
-$9.08M |
DIAL Hedge Fund Activity: Q1 2022 in Review
93 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Columbia Diversified Fixed Income Allocation ETF (DIAL) for Q1 2022, worth a combined $666M — down 19% from $818M a quarter earlier.
Fund positioning in DIAL was balanced in Q1 2022: 19 funds opened new positions, 19 closed out, 34 added to existing stakes and 37 trimmed.
The largest buyer was Horizon Investments, adding an estimated $15.4M. The largest seller was TruWealth Advisors, cutting an estimated $66.7M.
- 93 institutional investors held Columbia Diversified Fixed Income Allocation ETF (DIAL) as of Q1 2022, down from 95 in Q4 2021.
- Funds reported $666M of Columbia Diversified Fixed Income Allocation ETF stock for Q1 2022, down 19% quarter-over-quarter.
- 19 funds opened new Columbia Diversified Fixed Income Allocation ETF positions in Q1 2022 and 19 closed out, a net change of 0 holders.
- The largest Columbia Diversified Fixed Income Allocation ETF buyer in Q1 2022 was Horizon Investments, an estimated $15.4M added.
- The largest Columbia Diversified Fixed Income Allocation ETF seller in Q1 2022 was TruWealth Advisors, an estimated $66.7M sold.
Based on aggregated 13F filings for Q1 2022.